Christopher Wallace is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with the Professional Planning Group and Raymond James Financial Services since 2002. Wallace is based in Westerly, Rhode Island, and his role includes trading, client service, and client reviews. Professional Planning Group offers discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and integrates fundamental and technical analysis with both long- and short-term strategies tailored to client goals and risk tolerances.

Bernard Poirier is a financial advisor at Capital Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been associated with Capital Wealth Management, Inc. since 2012 and ParmeeLe, Poirier & Ass since 1992. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates, employing fundamental security analysis to build diversified portfolios.

Dennis Mcguire is a financial advisor with McGuire Wealth Management in Wakefield, RI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked with Wells Fargo Advisors Financial Network LLC for nine years before joining his current firm in 2018. He serves as a trustee for multiple 401(k) plans, including those for McGuire Investment Group and a family trust. McGuire Wealth Management provides wealth and portfolio management services to individuals, families, businesses, and retirement plans. The firm employs a value-oriented investment approach combining fundamental, technical, and quantitative analysis with a long-term holding strategy and operates a wrap fee program that integrates trading, custody, and reporting into a single service.

David Aballo is a CFA® charterholder and Series 63 licensee currently with Professional Planning Group. He has two years of industry experience and previously worked at The Washington Trust Company for seven years. He serves as a financial advisor involved in trading, client services, and client reviews. Professional Planning Group serves individuals, trusts, estates, charitable organizations, corporations, endowments, and foundations with discretionary and non-discretionary portfolio management, financial planning, and trustee-related services. The firm uses both fundamental and technical analysis to tailor investment strategies aligned with client objectives and risk tolerance, offering a range of advisory programs including its Ambassador wrap-fee program.

James Maynard is a financial advisor at Washington Trust Advisors with six years of industry experience. He previously worked at Napatree Capital LLC for seven years and held roles at MResult Corp. and SVB Financial Group. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and operates within a bank holding company structure that provides access to affiliated trust and custodial services.

Jane McAuliffe is a financial advisor at Axis Wealth Partners, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Axis Advisors LLC since 2017, following a two-year tenure at Forbes Financial Planning, Inc. In addition to her advisory role, she provides financial planning and analysis services in divorce proceedings as a Certified Divorce Financial Analyst through Collaborative Divorce Strategies. Axis Wealth Partners offers discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index funds and ETFs, combined with fundamental and technical analysis to guide allocation and rebalancing.

Jonathan Leuchs is a financial advisor at William Joseph Capital Management, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Bank of America. In addition to his advisory work, he serves as a business consultant for Won Strategy. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and offers ERISA plan consulting and fee-based insurance services.

Tyler Duckworth is a financial advisor at Capital Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Shamrock Home Loans and Auburn University. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates, using fundamental security analysis to construct diversified portfolios.

Michael Perreault is a financial advisor with Capital Wealth Management, LLC in West Warwick, RI, holding 10 years of industry experience. He has been with Capital Wealth Management since 2016 and has operated Perreault & Company, Ltd. since 1995. Outside of advising, he serves as a shareholder involved in accounting and business management for a manufacturing business. Capital Wealth Management, LLC manages approximately $1.14 billion for about 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates, employing fundamental security analysis to build portfolios that include equities, bonds, ETFs, and alternative investments.

Patrick Connelly is a financial advisor with Professional Planning Group, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Pioneer Financial Group and Securian Financial Services before joining Professional Planning Group and Raymond James Financial Services in 2019. Connelly serves as a board member and finance committee member of the Westerly Education Endowment Fund, which provides grants to enhance educational experiences for local students. Professional Planning Group offers discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $1.17 billion in assets and employs both fundamental and technical analysis, tailoring investment strategies to client goals and risk tolerances.

Dennis Mcguire is a financial advisor with Mcguire Wealth Management in Wakefield, RI, holding a Series 63 designation and over 53 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Mcguire Wealth Management in 2018. Mcguire Wealth Management serves individuals, families, businesses, and retirement plans with wealth management and portfolio management services, employing a value-oriented investment approach that combines fundamental, technical, and quantitative analysis with a long-term holding strategy. The firm manages approximately $819 million in client assets on a discretionary basis and operates a formal wrap-fee program with a substantial asset entrance threshold.

Peter Alofsin is a CFP® with 33 years of industry experience, currently serving at Capital Wealth Management, LLC. He has worked at the firm since 2011 and previously spent 12 years with Triad Advisors, Inc. Alofsin is also involved in several community and nonprofit activities, including fundraising for the Make a Difference Foundation and serving as a consultant for the Long Wharf Trustees scholarship board. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm uses fundamental security analysis to build portfolios and conducts regular reviews through its Investment Policy Committee.

Curt Caserta is a financial advisor at Capital Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Outside of financial advising, he is a certified PADI scuba diving instructor and maintains his license with plans for part-time instruction in retirement. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates, typically employing fundamental security analysis to build diversified portfolios.

Bryan Pitney is a CFP® with 18 years of industry experience, currently affiliated with Professional Planning Group. His prior work includes roles at Charles Schwab and TD Ameritrade. He is based in Westerly, RI. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $1.17 billion in client assets and employs both fundamental and technical analysis with customized investment strategies.

Jennie Spurlock is a CFP® with eight years of industry experience, currently serving as an advisor at William Mack & Associates Inc since 2019. She previously worked at Plante Moran Financial Advisors and has been involved in various agricultural and supply businesses, including ownership and management roles in several farming and welding supply companies. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients through a team of ten advisors. The firm focuses on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs, serving individuals, trusts, and retirement plans.

Lee Duckworth is a CFP® professional with 35 years of experience in the financial services industry. He is affiliated with Capital Wealth Management, LLC, where he has worked since 2011, and previously held roles at Triad Advisors, LLC and OSAIC. Outside of his advisory work, Duckworth serves as a unit leader and council executive for the Boy Scouts of America and holds leadership positions with several local nonprofit organizations, including South County Wrestling and The Harbor Church. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, institutions, and charitable entities, employing a fundamental security analysis approach to portfolio construction.

Aaron Wade is a CFP® professional with 13 years of industry experience, currently serving at Washington Trust Advisors. He previously worked for 11 years at Lighthouse Financial Management. Outside of his advisory role, Wade is active as a pianist and serves as a choir director at North Kingstown United Methodist Church. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients. The firm offers tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Shane Jedson is a financial advisor at Capital Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was involved with Fairfield University and has worked as an electrical supervisor for Ryan Designs LLC, where he coordinates lighting and decor for events. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for about 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates.

At Always Ready Financial Planning, our mission is to serve those who’ve served—empowering Senior Military Officers, Veterans, and their families to confidently navigate the transition from military to civilian life. Founded by Coast Guard veteran Joseph Brown, our firm is built on 25 years of service, guided by the motto Semper Paratus—“Always Ready.” We understand that financial transitions are deeply personal, especially after a career of selfless service. Inspired by stories of fellow officers facing retirement uncertainty—including homelessness and hardship—Joseph became a Certified Financial Planner® and Military Qualified Financial Planner® to make a difference where it matters most. Our values shape everything we do: • Service Above Self – Your mission becomes ours. • Preparedness as a Promise – We plan ahead, so you’re never caught off guard. • Family First – We align your finances with what matters most. • Focus on What Matters – Tune out the noise, take control of your future. • Money as a Tool, Not a Goal – Let your values lead your financial decisions. We provide comprehensive, values-driven financial planning tailored to your unique journey—whether that means maximizing military benefits, preparing for retirement, or building a lasting legacy. Our process begins with a no-pressure consultation and continues with personalized support every step of the way. Our vision is simple: to be the trusted financial partner for military families transitioning to their next chapter—providing clarity, purpose, and peace of mind, one plan at a time.

Sean Marchetti is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, and LPL Financial. He also offers insurance products through various companies, including sales via an affiliated firm. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm provides investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, combining discretionary and consultative services tailored to client needs.